Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
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As of March 20, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
34.73%
6.40%
-1.61%
19.20%
17.30%
-8.30%
21.67%
17.90%
23.88%
-14.29%
-0.36%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.33%
32.27%
5.65%
-1.77%
21.65%
9.97%
-11.06%
29.05%
18.65%
24.67%
-19.85%
0.09%
35.86%
-0.09%
-4.47%
31.45%
15.90%
-13.67%
28.77%
11.27%
30.30%
-12.27%
-1.58%
37.21%
6.16%
-1.40%
23.90%
11.01%
-16.09%
25.99%
12.20%
14.39%
-16.32%
-0.08%
38.14%
4.38%
-2.29%
24.82%
14.64%
-15.13%
26.00%
-3.07%
17.01%
-6.08%
-3.55%
As of March 20, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-8.43%
1.28%
4.27%
-9.70%
27.28%
6.28%
9.30%
9.07%
10.42%
10.56%
-2.98%
3.86%
3.39%
-9.94%
21.62%
9.69%
11.88%
9.73%
9.98%
9.78%
-8.45%
0.58%
0.58%
-12.46%
25.35%
5.58%
8.50%
8.87%
9.85%
9.68%
-9.54%
-0.43%
0.99%
-14.06%
30.10%
6.35%
9.34%
9.05%
9.95%
7.93%
-10.16%
1.71%
3.77%
-12.73%
22.15%
2.33%
7.22%
7.52%
9.36%
9.66%
-9.38%
-2.52%
0.07%
-7.45%
23.44%
1.92%
6.96%
6.85%
9.25%
9.55%
As of March 20, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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As of February 28, 2023